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Patron Letters Window

Wed, 03/04/2009 - 16:37 — AMSAdmin

To open the Patron Letter Window, go to Form Letters > Tasks > and Select a Print option (either letters/emails or labels).

The Print Letters Criteria screen will open with settings to print letters that have not been printed for the current employee. Click Done to open the Patron Letter Window which will show all letters matching that criteria.

Parts of the Patron Letter Window

	Opens the selected letter in a preview window similar to the Form Letter window. The letter can be customized from this window.
	Deletes the selected letters from the patron's record.
	Prints all letters marked as Due Now.
	Sends all emails marked as Due Now.
	After letters have been printed, allows for printing address labels for the letters.
	Changes the view to show all letters. This is the standard view.
	Changes the view to show all letters marked as Not Done.
	Changes the view to show all letters marked as Due Later.
	Changes the view to show all letters that were done during this session.
	Changes the view to show letters that were done during a previous session.
	Changes the view to show all messages related to letters that were completed.
Todo Type	A type code showing what operation is to be performed for the letter or email.
Status	Icons representing the status of the letter. Refer to the legend at the bottom of the window for more information.
Type	The type of letter or email that is being printed or sent.
Patron Name	The full name of the patron that the letter is attached to.
Description	The name of the letter or email being used.
Requested by	The employee who requested the patron/letter merge.
Date Begin	The date and time that the letter or email is scheduled to be printed or sent.
Status	The current status of the letter in regards to being Done or Not Done.
Priority	Any priority that has been given to the letter.
Date End	The date and time that the letter or email is scheduled to be completed by.
Date Printed	The date the letter was printed or that the email was sent.
Notes	Any notes associated with the letter.
Email Address	The email address of the patron.
Patron #	The patron's record number.
Context Menu
Set Destination	Allows changing the destination for the currently selected letter from printing to email or vice versa.
Set Status	Allows changing the status of the currently selected letter from Not Done to Done, and to also change from Due Now to Due Later.
Preferences	Allows adjusting and saving the preferences for this window.

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